See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,824 | $109,413+206.0% | $156,263+114.3% | $84,808+294.8% |
| Participation rate | 88.5% | 72.7%+15.8pp | 78.9%+9.6pp | 68.3%+20.2pp |
| Annual return | 11.26% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $13,462 | $2,907+363.1% | $4,333+210.7% | $2,631+411.7% |
| Participant deferral / active EE | $10,958 | $4,590+138.8% | $6,158+77.9% | $4,212+160.2% |
| Admin fee / account holder | $35,370 | $9,357+278.0% | $14,255+148.1% | $7,344+381.6% |